See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,763 | $111,724+15.3% | $93,606+37.6% | $145,922-11.8% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 14.97% | 202.98%-188.0pp | 133.20%-118.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,399 | $3,090-54.7% | $2,420-42.2% | $4,660-70.0% |
| Participant deferral / active EE | $2,318 | $4,912-52.8% | $4,411-47.4% | $6,688-65.3% |
| Admin fee / account holder | $236 | $10,250-97.7% | $8,285-97.1% | $13,397-98.2% |